Articles on: Requests

Views Manager

Roles That Can Create Global Views: Manager, Admin, Owner



Roles That Can Create Private Views: Watcher, Agent, Manager, Admin, Owner



Table Of Contents



How To Add A New View?
How To Find My Views?

How To Add A New View?



To add a new View to your workspace:

Go to the Requests tab,
Select the slider icon on the top bar, right next to the search bar,
In the new window, tick boxes to filter out your requests,
Select the square icon next to the search bar,
In the new window, enter the name of your view and pick its type,
Select the "Create view" to save it.



Private Views are visible only to you, while global Views are visible to everyone on your team.

How To Find My Views?



To find the Views you’ve created:

Go to the Requests tab,
Find the "Select your view" bar, right next to the Create view icon,
Select the drop-down arrow on the "Select your view" bar to reveal the Views you've created so far.
Choose the View you want to use, and your workspace will reload to show your Requests in the selected View.

Updated on: 20/03/2024

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